Customer Solutions Advisor (CSA)

We're looking for a Customer Solutions Advisor who can build trust with customers and help them feel confident in their decisions. This role involves connecting with customers via phone, email, and text, and confidently closing sales using empathy, urgency, and trust-building. The ideal candidate is self-motivated, accountable, and tech-savvy with basic financing knowledge and experience in phone-based sales.

Requirements

• Connect with 60–100 customers per day via phone, email, and text.
• Confidently close sales over the phone using empathy, urgency, and trust-building.
• Re-engage unsold leads and recover missed opportunities.
• Support project managers with closing and follow-up conversations.
• Handle cancellation requests with professionalism and care.
• Manage financing and payment collection for your closed deals.
• Keep everything organized and documented in ServiceTitan CRM

Benefits

• 100% coverage of your medical premiums
• Full dental, vision, and life insurance
• Company-matched 401(k)
• Paid holidays and accrued PTO
• All company tech provided